How do I manage SmartMatch candidates on the SmartMatch dashboard via the HR platform?

Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access level: Admin   

Our Recruitment module assists companies in organising candidates for hiring and recruitment. The SmartMatch feature presents potential candidates matching your current roles.

On the SmartMatch dashboard, you can view key roles in your organisation and your latest saved search results. You can also save and email a candidate or mark them as unsuitable for a role.

Important

SmartMatch is included in paid HR subscriptions as a pre-release trial. There are no additional charges for viewing candidate recommendations or hiring from these suggestions. We are continuously improving SmartMatch to enhance its effectiveness as a talent-finding tool. More information about the full release of SmartMatch will be announced soon.

For People Managers and Hiring Managers, please refer to this article to learn more about your user access: SmartMatch questions answered via the HR platform.

Creating a SmartMatch role

Create a SmartMatch role
  1. Click the SmartMatch button in the upper-right corner of your screen.
    screenshot of the dashboard, highlighting the smartmatch button
  2. Click the Saved Searches tab.
  3. Click the New SmartMatch role button.
    screenshot of the saved searches tab, highlighting the new smartmatch role button
  4. In the Job Details section, enter the following:
    • Job Title.
    • Industry standard job title.
    • Industry.
    • Country.
    • City.
    screenshot of the create a smartmatch search page, showing the job details section
  5. In the Employment Details section, enter the following:
    • Job Type.
    • Employee Working Hours.
    • Experience.
    • Workplace Type.
  6. Click the Save button.
    screenshot of the create a smartmatch search page, highlighting the save button

Helpful Hint

You will receive emails when a SmartMatch candidate is matched to a newly advertised role.

Managing candidates

Email a SmartMatch candidate
  1. Click the SmartMatch button.
    screenshot of the home page, highlighting the smartmatch button
  2. Click the Dashboard tab.
  3. Click the View matches button for one of your top roles.
    screenshot of the smartmatch dashboard, highlighting the view matches button for a top role
  4. Click the Contact button for the candidate you want to email.
    screenshot of the recommended talent panel, highlighting the contact button for a candidate
  5. Read and edit the message.

    Helpful Hint

    We have prepared a template for you, but you can edit the message so it suits your organisation best. You can also email the candidate by clicking the Connect with candidate button when you view their profile.

  6. Click the Send email button.
    screenshot of the message panel, highlighting the send email button
Save a SmartMatch candidate
  1. Click the SmartMatch button.
    screenshot of the home page, highlighting the smartmatch button
  2. Click the Dashboard tab.
  3. Click the View matches button for one of your top roles.
    screenshot of the smartmatch dashboard, highlighting the view matches button for a top role
  4. Click the  button for the candidate you want to save.
  5. Click Save for later.
    AU Smartmatch with save for later highlighted.jpg
Mark a candidate as not suitable for a role
  1. Click the SmartMatch button.
    screenshot of the home page, highlighting the smartmatch button
  2. Click the Dashboard tab.
  3. Click the View matches button for one of your top roles.
    screenshot of the smartmatch dashboard, highlighting the view matches button for a top role
  4. Click the  button for the candidate you want to mark as not fit for the role.
  5. Click Mark as not suitable.

    Warning

    Once you click Mark as not suitable, the SmartMatch candidate will be removed from your talent recommendations going forward.

    Smartmatch with mark as not suitable highlighted

Finding information about candidates

View the profile of a SmartMatch candidate for a top role
  1. Click the SmartMatch button.
    screenshot of the home page, highlighting the smartmatch button
  2. Click the Dashboard tab.
  3. Click the View matches button for one of your top roles.
    screenshot of the smartmatch dashboard, highlighting the view matches button for a top role
  4. Click the View Profile button for the candidate you need.
    screenshot of the recommended talent panel, highlighting the view profile button for a candidate

    Helpful Hint

    You can now see the SmartMatch candidate's profile.

    screenshot of the smartmatch candidate's profile
View a preview of the people who want to work for you
  1. Click the SmartMatch button.
    screenshot of the home page, highlighting the smartmatch button
  2. Click the Dashboard tab.

    Helpful Hint

    You can now see a preview of candidates who have expressed interest in working for your organisation. When you click the See all button, you will be taken to the Interested Candidates tab. There, you will be able to see a list of all candidates interested in your organisation.

    screenshot of the smartmatch dashboard, highlighting the people who want to work for you section
View a candidate's full resume
  1. Click the SmartMatch button.
    screenshot of the home page, highlighting the smartmatch button
  2. Click the Dashboard tab.
  3. Click the View matches button for one of your top roles.
    screenshot of the smartmatch dashboard, highlighting the view matches button for a top role
  4. When you find a candidate and you would like to see their resume, click View profile.
    Screenshot of recommended talent screen with View profile highlighted.jpg
  5. Click View resume
    Screenshot of a candidate's page with view resume highlighted
Filter out types of candidates
  1. Click the SmartMatch button.
    screenshot of the home page, highlighting the smartmatch button
  2. Click the Dashboard tab.
  3. Click the View matches button for one of your top roles.
    screenshot of the smartmatch dashboard, highlighting the view matches button for a top role
  4. Click Refine search.
    smartmatch screen with refine search button highlighted
  5. Refine your search using the dropdown fields or the filters.
  6. Click Submit.
    Screenshot of refine search page with submit button highlighted

Finding other information

View the top SmartMatch roles in your organisation
  1. Click the SmartMatch button.
    screenshot of the home page, highlighting the smartmatch button
  2. Click the Dashboard tab.

    Helpful Hint

    You can now see your organisation's top five roles on your screen in the Top Roles in Your Organisation section.

    screenshot of the smartmatch dashboard, highlighting the top roles section
View your most recent SmartMatch talent searches
  1. Click the SmartMatch button.
    screenshot of the home page, highlighting the smartmatch button
  2. Click the Dashboard tab.

    Helpful Hint

    You can now see your most recent saved searches in the Talent Search section. When you click the See all button, you will be taken to the Saved Searches tab.

    screenshot of the smartmatch dashboard, highlighting the talent search section
View matches for a recent SmartMatch talent search
  1. Click the SmartMatch button.
    screenshot of the home page, highlighting the smartmatch button
  2. Click the Dashboard tab.
  3. Click the View Matches button for a recent SmartMatch search.
    screenshot of the smartmatch dashboard, highlighting the view matches button for a talent search

    Helpful Hint

    You can now see candidate matches for one of your most recent SmartMatch searches. Here, you can contact the candidate or view their profile. You can also click the  button, then choose if you want to save the candidate or mark them as not suitable.

    screenshot of the recommended talent panel

Further information

Where else on the platform can I use SmartMatch?

We have SmartMatch enabled ‌by default in the Recruitment module for admins and owners, and hiring managers with access. In addition, SmartMatch can be used in the employee file and active job listings in the Recruitment module. You can refer to the following articles to see how to use SmartMatch on other areas on the platform:

Will previously reviewed candidates reappear?
Any candidates that you reject or label as "Not suitable", will no longer appear in your SmartMatch recommendations. However, candidates that you have not rejected or labeled as "Not suitable" may reappear in SmartMatch recommendations 

What is the 'Update location' button?

The Update location button is on the SmartMatch panel that appears when you click the Talent Recommendations button in the following places:

  • Personnel file.
  • SmartMatch landing page.
  • Active job listing.

screenshot of the smartmatch panel, highlighting the update location button

When you click the Update Location button, you can choose between Onsite/Hybrid or Remote for the Workplace Type field.

  • If you choose Onsite/Hybrid option, you can select the country and location.
    screenshot of the update location panel, showing onsite slash hybrid as the workplace type
  • If you choose the Remote option, you need to pick an answer for the Where can Candidates be Based field:
    • Anywhere - Employees can be based anywhere in the world.
    • Timezone - Employees can be based anywhere within a time zone window.
      • Choose the required timezone.
    • Country- Employees must be based within a specific country.
      • Choose the required candidate country.
      screenshot of the update location panel, showing remote as the workplace type
Will SmartMatch recommend my employees to other employers?

No. Your employees only see jobs available within your organisation through the Swag app. We exclude recommending all active employees on the Employment Hero platform to any organisation.

We rely on ‌account emails to track users that should not be recommended for external roles. We also encourage you to make sure employees have their personal email addresses on the employee file, so those can be excluded from SmartMatch results as well.

To learn how to include this information in the employee file, please refer to the Editing Data section in this article: How do I manage employee personal details and change account emails via the HR platform?

Explore related content

Was this article helpful?
0 out of 2 found this helpful

Comments

0 comments

Article is closed for comments.